Sentinel refusing to reimburse clients
OBSI says fraudulent advisor operated on her own
- By: James Langton
- May 28, 2015 May 28, 2015
- 14:30
Latest news in Industry News
Court nixes reporting of alleged misdeeds to regulator
Allegations against brokerage unsupported by evidence
- By: James Langton
- May 28, 2015 May 28, 2015
- 10:45
New alliance aims to foster impact investing
Impact Angel Alliance encourages investors to focus on businesses that produce positive social or environmental impacts as well as financial returns
- By: James Langton
- May 28, 2015 May 28, 2015
- 09:45
Change to Empire Life’s e-app process will have significant benefits
By ensuring an e-app is sent to an MGA’s back-office provider directly, it will help MGAs’ staff and advisors alike
- By: Tessie Sanci
- May 27, 2015 May 27, 2015
- 16:25
Help seniors move out of cash
Seniors are holding cash for the perceived safety, but they’re not only getting dismal returns today, they will get exposure to hefty taxes and probate…
- By: Megan Harman
- May 27, 2015 May 27, 2015
- 16:15
Sun Life advisors will soon have access to expanded investment offerings
Deal with Qtrade will also allow Sun Life clients to access Qtrade’s online brokerage platform to execute their own trades
- By: Tessie Sanci
- May 27, 2015 May 27, 2015
- 10:50
Feds eye voluntary option for CPP add-on contributions
Government will consult with experts and stakeholders
- By: Andy Blatchford
- May 26, 2015 May 26, 2015
- 14:10
Advisors must embrace technology
A modern financial advisory practice should incorporate technology in ways that make it more convenient for clients to work with you
- By: Megan Harman
- May 26, 2015 May 26, 2015
- 13:55
Ontario passes PRPP bill
PRPPs offer a voluntary, low-cost, tax-assisted option to increase retirement savings
- By: James Langton
- May 26, 2015 May 26, 2015
- 13:25
DFS sees drop in net income in Q1
But the firm’s individual insurance sales and group retirement savings rose healthily year-over-year
- By: Tessie Sanci
- May 26, 2015 May 26, 2015
- 12:50
Report reveals major differences among world’s self-made billionaires
Wealth preservation, wealth transfer, and legacy are top issues for the super rich
- By: James Langton
- May 26, 2015 May 26, 2015
- 10:15
Policyholder sues over denial of CI benefits
Firm denied benefits on basis that client misrepresented his medical history
- By: IE Staff
- May 25, 2015 May 25, 2015
- 15:00
PCMA honours deals of the year
2015 the strongest nomination year so far
- By: Tessie Sanci
- May 25, 2015 May 25, 2015
- 13:40
RBC wins global retail banking award
Bank outperforms global peers for second year: RBI Awards
- By: IE Staff
- May 22, 2015 May 22, 2015
- 11:00
Many Canadians will enter retirement ill-prepared
Debt levels and a lack of investment knowledge are two “disturbing results” of a survey from Rogers Group
- By: Tessie Sanci
- May 22, 2015 May 22, 2015
- 10:00
Dealers’ Report Card 2015: Editors discuss setback for advisors
Pablo Fuchs, senior editor with Investment Executive, and Fiona Collie, staff writer, discuss the results of the Dealers’ Report Card 2015, which reveal that the…
- By: Pablo Fuchs
- May 22, 2015 November 9, 2019
- 09:15
The best return in CPP Fund’s history
CPPIB to shift bigger share of assets to emerging markets: CEO
- By: David Paddon
- May 21, 2015 May 21, 2015
- 14:35
Buying insurance needs to be simpler for clients
With life insurance ownership levels declining, it’s critical for the insurance industry to find ways of better engaging consumers
- By: Megan Harman
- May 21, 2015 May 21, 2015
- 12:30
Letters to the Editor: A higher standard for all advisors
A response to a recent Inside Track column from Keith Costello
- By: Greg Pollock
- May 21, 2015 May 21, 2015
- 10:25
Richardson GMP to launch automated platform
New tech tool will give advisors an automated way of managing assets for clients who have fewer assets and require less attention
- By: Megan Harman
- May 20, 2015 May 20, 2015
- 15:00
Canadian investors concerned about global economy
Franklin Templeton survey suggests Canadian investors expect to reach their financial goals, but are pessimistic about Canada’s stock market
- By: Tessie Sanci
- May 20, 2015 May 20, 2015
- 14:00
Mackenzie launches global investment-grade bond fund
New fund managed by Konstantin Boehmer and Felix Wong
- By: IE Staff
- May 20, 2015 May 20, 2015
- 09:00
Suitability is critical in private investments
Extra caution must be taken when recommending to clients investments with less liquidity, transparency and financial disclosure
- By: Jade Hemeon
- May 20, 2015 May 20, 2015
- 06:40
CIBC Mellon honoured
Firm named best sub-custodian in Canada
- By: Tessie Sanci
- May 19, 2015 May 19, 2015
- 15:50